KINGSWOOD WEALTH ADVISORS, LLC

Position in ARCC — Ares Capital Corp

CIK 1987855 SAN DIEGO, CA

Position in ARCC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$603,466

+$165,220 QoQ

Shares Held

32,567

+33.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#363

of 781 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. ARCC ranks #16 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	15,476	$2,624,729
2	BX	Blackstone Inc.	13,698	$1,611,843
3	BPRE	Bluerock Private Real Estate Fund	116,970	$1,521,779
4	STEW	SRH Total Return Fund, Inc.	72,775	$1,302,672
5	OBDC	Blue Owl Capital Corp	119,107	$1,294,693
6	AB	Alliancebernstein Holding L.P.	35,110	$1,236,574
7	NBXG	Neuberger Next Generation Connectivity Fund Inc.	66,653	$1,102,440
8	BLK	BlackRock, Inc.	1,146	$1,101,947

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,466	32,567	+33.9%	Shares	Sole	2026-07-27
2026-03-31	$438,246	24,320	-7.7%	Shares	Sole	2026-04-28
2025-12-31	$532,878	26,341	+21.7%	Shares	Sole	2026-01-28
2025-09-30	$441,937	21,653	+13.5%	Shares	Sole	2025-10-23
2025-06-30	$418,865	19,074	-12.5%	Shares	Sole	2025-07-23
2025-03-31	$483,176	21,804	-31.6%	Shares	Sole	2025-07-25
2024-12-31	$697,918	31,883	+94.1%	Shares	Sole	2025-01-22
2024-09-30	$344,044	16,430	-45.0%	Shares	Sole	2024-10-21
2024-06-30	$622,699	29,880	+5.1%	Shares	Sole	2024-07-09
2024-03-31	$591,641	28,417	+0.1%	Shares	Sole	2024-04-15
2023-12-31	$568,711	28,393	+37.6%	Shares	Sole	2024-01-16
2023-06-30	$387,600	20,628	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.